How to attach files to your templates

In Shared Email Templates for Outlook

On this page, you will find 3 ways to attach a file to your templates in Shared Email Templates. You can attach files from OneDrive and URL or create an Outlook draft, attach a file to it, and use this draft as a template.

Note. Please note, you may face the limitations in size and number of attachments that are different in Office 365, Outlook.com, and Exchange Server.

Attach file from OneDrive

The first way to add a file to your template is to attach one from OneDrive with the help of the ~%ATTACH_FROM_ONEDRIVE[] macro. To use the macro, open your template and click the Insert macro icon:
Click the Insert macro icon.

In the drop-down list, select the ~%ATTACH_FROM_ONEDRIVE[] macro.

Tip. You can find the detailed manual on how to use macros here: How to use macros in your templates

The add-in will ask to log in to your OneDrive account and choose a file to attach to your email:
Select a file to attach from OneDrive.

Tip. You can switch to another OneDrive account by clicking the Blue Cloud icon on the right.

When you use a template with this macro, the macro downloads the chosen file and attaches it to the currently open email message.

Note. If you use~%ATTACH_FROM_ONEDRIVE[] in a template that is shared with other users, make sure that your teammates have access to the file or folder in OneDrive. You can learn more about managing access in OneDrive on the Share OneDrive files and folders page.
Tip. For your convenience, you can create a special folder in your OneDrive, share it with all your teammates, and collect all the documents you share in templates there.

Attach file from URL

Another way to add a file to your template is to attach a file from URL by using the ~%ATTACH_FROM_URL[] macro. Open your template and click the Insert macro icon:
Click the Insert macro icon.

In the drop-down list, select the ~%ATTACH_FROM_URL[] macro. In the macro inserted into your template, add a link to the required file between the square brackets, e.g. ~%ATTACH_FROM_URL[https://domain.com/file-url]

Note. If you use the %ATTACH_FROM_URL[] macro in a template that is shared with other users, make sure that your teammates have access to the URL you indicate in the macro.

Use Outlook draft with attached file

The third way to attach a file to your template is to use Outlook drafts as templates. In this case, you create a draft in Outlook, attach a file, and link the folder with this draft to Shared Email Templates. Here is our guide on how to use linked folders:

How to use Outlook drafts as templates

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